Notes & Mentions

When utilizing Vision-e Scan to capture contact details, you have the option to include notes, mentions, and tags. These additional details will be linked to the record upon transmission to Salesforce.

The manner in which you transmit contact details to Salesforce will dictate how the Notes are captured.

• Save as a Lead or Contact: If you have the Notes & Attachments object enabled with the custom setting on, then the notes will be saved in the "Notes" object.
• Scanning Queue: Notes are captured in the "Description" field.
  

SAVE AS A LEAD OR CONTACT

Mobile App - Save to Salesforce as a Lead or Contact

SCANNING QUEUE

Mobile App - Save to Salesforce Scanning Queue


SALESFORCE SCANNING QUEUE

SCANNING QUEUE TO LEADS

SCANNING QUEUE TO CONTACTS